SELLEST OSAST
In this episode, Host Michael Clear is joined by a special guest, Senior Practice Manager Dan Maloney, who shares how his unique role helps shape client experience, team culture and business development at Wiggin and Dana. From onboarding and retention efforts to leveraging technology, like automation bots and project management software, and exploring creative marketing strategies, Dan offers a behind-the-scenes look at the operational heartbeat of the department. Tune in to hear how thoughtful strategy and collaboration drive excellence beyond the legal work.
Inglise
Ameerika Ühendriigid
TRANSKRIBEERI 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
OTSI VARASEMAID OSASID
Otsi kanali Future Focused: Sophisticated Estate Planning viimaseid osasid.
MUUD EPISOOD SELLES PODCASTIS
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes back Dan Maloney, Senior Practice Manager, discussing the introduction of "Will Power," an automation bot designed to streamline the drafting process from preparation of documents to task tracking and data…
In this episode, host Michael Clear is joined by Matt Brown, a Litigation Partner at Wiggin and Dana, to explore the human side of probate litigation. Their conversation sheds light on the emotional challenges that often accompany major life events, such as the loss of a loved one. They emphasize t…
In this episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Corporate Partner Daniela Spanos to dive into planning strategies tailored for founder-owned businesses navigating an exit or a transition to a new form of ownership. They examine the key drivers behind se…
In the latest episode of Future Focused: Sophisticated Estate Planning, host Michael Clear welcomes Allison Donaldson, Certified Financial Planner at HTG Investment Advisors. Michael and Allison discuss the interplay of legacy letters, also known as ethical wills, in estate planning and emphasize h…
In the latest episode of Future Focused: Sophisticated Estate Planning, Michael Clear and Erin Nicholls discuss the implications of the OBBBA legislation on estate and gift planning strategies, including why it may be more tax-efficient to gift during your lifetime as opposed to transferring wealth…
Vastutamatussäte: Sellele lehele manustatud taskuhäälingusaade ja kunstiteosed pärinevad Wiggin and Dana LLP's Erin Nicholls and Michael Clear -lt, mis on selle omaniku omand ja ei ole seotud ettevõttega Listen Notes, Inc.
MUUDA
Aitäh, et aitad hoida podcastide andmebaasi ajakohasena.